Valley Financial Group’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Valley Financial Group’s Portfolio VTES Stock Details VTES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$661K	Buy	6,525 +1,462	+29%	+$148K	0.33%	29
2026 Q1	$512K	Buy	5,063 +1,664	+49%	+$170K	0.28%	34
2025 Q4	$345K	Buy	3,399 +653	+24%	+$66.3K	0.19%	46
2025 Q3	$280K	Buy	2,746 +543	+25%	+$55.1K	0.16%	51
2025 Q2	$222K	Hold	2,203	–	–	0.13%	54
2025 Q1	$221K	Buy	2,203 +73	+3%	+$7.34K	0.15%	54
2024 Q4	$214K	Buy	+2,130	New	+$215K	0.15%	56

Other funds holding VTES

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

WFAG

Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.29B AUM 21.04% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Valley Financial Group's VTES Position: Q2 2026 in Review

Valley Financial Group increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 29% in Q2 2026, buying an estimated $148K and bringing the position to 6,525 shares worth $661K. The position accounts for 0.33% of the portfolio, ranked #29.

Valley Financial Group first reported a position in VTES in Q4 2024 and has held it in 7 quarters since. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

Valley Financial Group held 6,525 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $661K as of Q2 2026.
Valley Financial Group bought 1,462 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $148K.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.33% of Valley Financial Group's portfolio in Q2 2026, its #29 holding.
Valley Financial Group first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2024 and has held it in 7 quarters since.
299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on Valley Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.